MM

Meridian Management Portfolio holdings

AUM $366M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.84%
2 Technology 6.45%
3 Industrials 5.53%
4 Healthcare 4.81%
5 Consumer Staples 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.97M 1.08%
12,806
-162
27
$2.63M 0.96%
36,551
+22,086
28
$2.62M 0.96%
67,155
+58,160
29
$2.37M 0.86%
3,030
+39
30
$2.27M 0.83%
46,724
+779
31
$2.23M 0.81%
18,496
-9,109
32
$2.2M 0.8%
26,183
-10,905
33
$2.15M 0.79%
30,184
-14,043
34
$2.07M 0.76%
11,262
-5,867
35
$2.02M 0.74%
9,437
-62
36
$1.99M 0.73%
46,683
-8,487
37
$1.98M 0.73%
14,969
-8,250
38
$1.84M 0.67%
85,458
+10,209
39
$1.79M 0.65%
28,136
40
$1.67M 0.61%
54,000
41
$1.24M 0.45%
12,297
-70
42
$1.23M 0.45%
24,066
-122
43
$1.03M 0.38%
7,300
44
$916K 0.33%
18,205
-1,525
45
$903K 0.33%
4,280
-1,791
46
$840K 0.31%
38,967
47
$818K 0.3%
10,976
48
$778K 0.28%
2,215
+275
49
$690K 0.25%
6,252
50
$687K 0.25%
8,100